Why Should I Hire a Financial Advisor? - Walk & Talk

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  • เผยแพร่เมื่อ 6 มี.ค. 2024
  • Many DIY investors are able to generally get themselves into a decent position by following the "rules of thumb."
    However, a great financial advisor will help their clients build a tailored, simple, and structured financial plan they can follow-that's made for them.
    I am currently taking on new clients and would love to meet and see if we're a great fit.
    Walk & Talk 🎥
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    David Caviness, CFP® on:
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    Thanks for watching!
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